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I was assigned a project recently that regarded public relations, partnership, and outreach responsibilities and RocketReach not only connected me to prospective individuals but allowed me to streamline my search approach on the basis of location, skill set, and keyword. Hawkes' qualifications to serve on our board of directors include his extensive business, finance, investment and leadership skills gained and developed through years of experience in the numerous senior executive roles held during his year career at Eaton Vance.
Hawkes has substantial experience managing and leading a firm in the financial services industry. Hawkes' extensive knowledge of our business and our industry, enable him to provide valuable insights to our board of directors on our strategic direction. Victory Capital Management Inc. Joe Gilbert is a portfolio manager and member of Integrity Asset Management's value equity management team.
He is responsible for research coverage of the Consumer Staples sector and insurance and transportation industries. Job Titles: Regional Sales Directors. Karin Hirtler-Garvey joined our board of directors in October Hirtler-Garvey has over nine years of experience as a board director in diversified industries and over 25 years of leadership experience in the financial services industry, preceded by eight years in public accounting as a CPA licensed in New Jersey.
Hirtler-Garvey also serves on a private company board. Previously, Ms. Morgan in both the finance and risk groups. Hirtler-Garvey brings executive experience from large national and international, diversified financial services companies providing traditional banking, real estate, insurance and asset management services and through her service on other public company boards.
Hirtler-Garvey provides our board of directors with unique insight and perspective to its oversight of our global operations, corporate governance and risk management. She qualifies as an audit committee financial expert under the rules and regulations of the SEC. Chair of the Audit Committee. Kelly S. Cliff serves as president of investment franchises with Victory Capital. In this role, he serves as a strategic resource for Victory Capital's independent investment franchises, focusing on best practices in alpha generation, risk management and alignment of investment management capabilities with client needs.
He is also responsible for providing tactical analysis of Victory Capital's existing franchises as well as evaluating the capabilities of potential new franchises as part of the firm's acquisition strategy. Cliff oversees the centralized investment functions that support the franchises, including trading, quantitative analysis, and risk management.
Prior to joining Victory Capital in , Mr. Cliff spent 22 years with Callan Associates, most recently serving as the chief investment officer of public markets and co-lead of the Global Manager Research Group. Previously, he was chief investment officer of Callan's Trust Advisory Group. Cliff joined Callan in as an analyst, and in he became practice manager of the firm's Client Report Services department. Konner Reed is an equity analyst and member of Integrity Asset Management's value equity management team.
He is responsible for research coverage of the Industrial and Materials sectors. Lawrence Davanzo joined our board of directors in October Davanzo most recently served as President of Wilshire Associates Incorporated, overseeing the asset management areas of the firm, and as Vice Chairman of the board of directors of Wilshire and on its executive committee until his retirement in He first joined Wilshire in and rejoined in October He also served as President of the firm's mutual fund complexes.
During Mr. Davanzo's career, he also founded Asset Strategy Consulting and served as its managing director from February to February Davanzo earned a Bachelor of Business Administration B. Davanzo's qualifications to serve on our board of directors include the knowledge and experience gained in the combination of more than 40 years of asset management experience through his extensive career at Wilshire Associates and also managing and running his own investment consulting firm.
This allows him to bring to the board of directors a deep understanding of issues associated with operating a business and the importance of client service and customer satisfaction unique to the asset management business. Member of the Audit Committee. In this role, he provides research and portfolio support for the convertible securities strategy.
Vucenovic joined Victory Capital in July as a credit analyst in the fixed income area and later transferred to equity research. Earlier in his career, he worked as a relationship manager and credit analyst in the commercial banking and international finance divisions of KeyCorp. Vucenovic holds a B.
Michael D. Policarpo is president, chief financial officer, and chief administrative officer for Victory Capital. He is responsible for the firm's financial operations, accounting, and treasury management, as well as the day-to-day operations of the business platform, including all operational and administrative functions. Policarpo also supports inorganic growth sourcing, evaluation and execution, as well as business platform integration.
Policarpo joined the firm in and has held several senior level roles, including serving as chief operating officer from February to March and chief financial officer from August through June Prior to joining Victory Capital, Mr. Policarpo served as vice president of finance for Gartmore Global Investments, Inc.
He held several other positions during his five years at Gartmore, including chief financial officer of Advisor Services and corporate controller. Policarpo holds a Bachelor of Science degree in business and economics from Lehigh University. He is a Certified Public Accountant and holds Series 7, 24, 27, and 99 securities licenses.
Job Titles: Portfolio Manager. Milton R. Berlinski joined our board of directors at the time of our acquisition from KeyCorp in August He joined Goldman Sachs in as Vice President of the investment banking division and as one of the founders of Goldman Sachs' Financial Institutions business.
In , he was named head of the firm's Strategy and Corporate Development Group, and in he assumed additional responsibility as head of Firm Wide Strategy. Berlinski also served as a member of the Operating Committee and Compensation Committee.
Berlinski also served as Global Head of the Financial Sponsors Group from until and was a founding member of the Financial Institutions Group. Berlinski is a founding partner of the Aruba Growth Fund, a private equity fund funded by and invested in local companies and institutions in Aruba.
Berlinski's qualifications to serve on our board of directors include his extensive background in the investment management industry, business development, corporate strategy and international finance, as well as his substantial board experience both public and private.
In addition, he brings experience relating to operations and compensation matters having served as a member of Goldman Sachs Operating and Compensation Committees for several years. In addition, Mr. Berlinski serves on the board of directors of Kabbage Inc.
In this role, she is responsible for mortgage-backed as well as government securities trading for taxable fixed income portfolios. Prior to joining Victory Capital in , Ms. Caster spent six years as a member of Victory Capital's product management team, responsible for driving strategic growth and product positioning for several of Victory Capital's investment strategies.
She also led product development efforts to increase effectiveness, profitability and distribution. Caster earned a B. Nina Gupta is chief legal officer and head of human resource administration of Victory Capital. Nina earned a law degree from the University of London in and a Masters in Law from the University of Cambridge in Her primary focus is on analyzing and trading corporate bonds. Iwasko joined Munder Capital in and has 31 years of investment industry experience.
Job Titles: Portfolio Specialist. Job Titles: Head of Institutional. Richard M. DeMartini joined our board of directors at the time of our acquisition from KeyCorp in August DeMartini joined Crestview as a partner in He leads Crestview's financial services strategy. Prior to Crestview, Mr. At Bank of America, Mr. He was also a member of Bank of America's operating committee. Prior to working at Bank of America, Mr. He was also a member of the Morgan Stanley management committee. DeMartini's qualifications to serve on our board of directors include his in-depth knowledge and operating experience in financial services, particularly in the asset and wealth management sectors, having held senior executive positions at major institutions.
DeMartini has significant experience as a director on the boards of public and private companies. He provides the board of directors with a valuable perspective on global investment management and capital markets and has extensive experience in assessing value, strategy and risks related to potential acquisitions. Chair of the Nominating and Governance Committee. Job Titles: Director. Robert J. Hurst joined our board of directors in October
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Rodger assists clients in the areas of retirement planning, insurance, accounting, investment management and financial management. He enjoys building long-term relationships with his clients built on honesty and trust. Helping high-income professionals manage their active k plans is one area in which Rodger specializes. Check Thomas Harris's Background.
Shereen M. Beach has been providing financial advisors with complete operational support since She was born in Kentucky and lives in Louisville with her husband Joey and their two sons, Aiden and Nicholas. Important Investing Information: Not all investments and services mentioned are available in all states.
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